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True Wealth Design’s Woori Financial WF Stock Holding History

True Wealth Design’s Portfolio WF Stock Details WF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.3K Buy
232
+107
+86% +$6.94K ﹤0.01% 962
2026
Q1 		$8.32K Buy
125
+36
+40% +$2.42K ﹤0.01% 1036
2025
Q4 		$5.23K Buy
89
+32
+56% +$1.78K ﹤0.01% 1071
2025
Q3 		$3.2K Buy
+57
New +$3.11K ﹤0.01% 1279

Other funds holding WF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

True Wealth Design's WF Position: Q2 2026 in Review

True Wealth Design increased its Woori Financial (WF) stake by 86% in Q2 2026, buying an estimated $6.94K and bringing the position to 232 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #962.

True Wealth Design first reported a position in WF in Q3 2025 and has held it in 4 quarters since. 200 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • True Wealth Design held 232 shares of Woori Financial worth $13.3K as of Q2 2026.
  • True Wealth Design bought 107 Woori Financial shares in Q2 2026, an estimated $6.94K.
  • Woori Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #962 holding.
  • True Wealth Design first reported a position in Woori Financial in Q3 2025 and has held it in 4 quarters since.
  • 200 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.